Financial ADVSR advisor directory · SEC adviser records
Waverly Advisors, LLC financial advisors in Dayton, OH
Every SEC-registered investment adviser representative at a Waverly Advisors, LLC office in Dayton, A to Z.
11 registered advisors work at Waverly Advisors, LLC in Dayton, out of 220 at the firm nationwide; it ranks number 8 in the city by advisors. 7 list the CFP designation and 0 are also registered broker representatives.
Waverly Advisors, LLC advisors in Dayton, A to Z
Every Waverly Advisors, LLC advisor →- Mitchell T. BodenmillerChartered Financial Analyst
- Jay A. BuckinghamCertified Financial Planner
- Bradley P. GriffithCertified Financial Planner
- Jeff H. GroezingerPersonal Financial Specialist
- Michael O. HaysCertified Financial Planner
- Christina N. IsraelChartered Financial Consultant
- Ryan P. JohnsonCertified Financial Planner, Chartered Financial Analyst
- Melissa L. MuellerInvestment adviser rep
- Nicole T. StrbichCertified Financial Planner
- Allen Z. ThumaCertified Financial Planner, Chartered Financial Analyst
- Tracy E. TravisCertified Financial Planner
Waverly Advisors, LLC advisors in every city and state →Waverly Advisors, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Waverly Advisors, LLC advisors in other cities
Birmingham, AL 94Montgomery, AL 8Cincinnati, OH 7Merrillville, IN 7Atlanta, GA 6Baltimore, MD 6Charlotte, NC 6Metairie, LA 6Ridgeland, MS 6Seattle, WA 6Hamilton, OH 5Chicago, IL 4Colorado Springs, CO 4West Barnstable, MA 4Austin, TX 3
Other firms in Dayton
All Dayton advisors →Ameriprise Financial Services, LLC 14Raymond James Financial Services Advisors, Inc. 14Beacon Capital Management, Inc. 12Edward Jones 11LPL Financial LLC 11Pfs Investments Inc. 11Transamerica Financial Advisors, LLC 11Cetera Investment Advisers LLC 9Ae Wealth Management, LLC 8Eubel Brady & Suttman 7Fifth Third Securities, Inc. 6Jessup Wealth Management 6
Questions
How many financial advisors does Waverly Advisors, LLC have in Dayton?
11 investment adviser representatives are registered at Waverly Advisors, LLC offices in Dayton, Ohio, according to the SEC's Investment Adviser Public Disclosure records, out of 220 nationwide. 7 list the CFP designation and 0 are also registered as broker representatives.
Is Waverly Advisors, LLC one of the largest advisor employers in Dayton?
Waverly Advisors, LLC ranks number 8 in Dayton by registered advisors; Ameriprise Financial Services, LLC has the most, with 14.
How do I check a Waverly Advisors, LLC advisor in Dayton?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Waverly Advisors, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.